Industries › Global Banking & Financial Services › Bank products & agent interaction › B08

Agentic customer servicing and complaints

DirectDocumented deploymentCIOCROCEO

Bank-owned assistants can go beyond Q&A to execute supported tasks such as fee-waiver requests, account servicing or card-related actions under controls.

Open in the interactive banking map →

Executive question

Are we measuring successful resolutions rather than just conversational volume?

What to measure

  • Authenticated task success / failure
  • Escalation and complaint outcomes
  • Hallucinated action and unauthorized operation events

Relevant products and standards

Salesforce Agentforce In useRelevant example

CRM-connected agents for sales, service and business processes.

ServiceNow AI Agents In useRelevant example

AI agents on the ServiceNow AI Platform for IT, customer service and HR tasks, built in AI Agent Studio and coordinated by AI Agent Orchestrator. ServiceNow says they act autonomously.

Sierra customer agents In useRelevant example

Sierra's platform (Agent OS) for brands to build, test and run customer-facing AI agents across voice, chat, email and messaging.

DBS digibotDBS JoyNatWest Cora

Relevant examples, not documented integrations, completeness, certification or endorsement. Listed alphabetically.

Evidence and current limits

Specific features vary by product and market.

Research candidate — reviewer approval required

Other pathways